Oak Associates Funds
Oak Associates is an investment management firm, specializing in U.S. equity investing for over 35 years. The investment philosophy at Oak Associates centers on these core tenets: invest for the long-term, concentrate in our best ideas and remain fully invested.
Daily Price
- Chg ($) Chg (%)
- White Oak WOGSX $111.62 $4.05 3.77%
- Pin Oak POGSX $68.59 $2.28 3.44%
- Rock Oak RCKSX $15.14 $0.36 2.44%
- River Oak RIVSX $14.81 $0.43 2.99%
- Red Oak ROGSX $32.22 $1.21 3.90%
- Black Oak BOGSX $6.50 $0.21 3.34%
- Live Oak LOGSX $20.16 $0.27 1.36%
The performance data quoted represents past performance. Past performance does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost and current performance may be lower or higher than the performance quoted. For performance data current to the most recent month end, please click on the individual fund name in the Fund Center on the homepage or call 1-888-462-5386. Holdings are subject to change.
Latest news and commentary
Oak Dual-Concentrated Approach Video
TD Ameritrade Network Interview: Small Cap Stocks to Invest In
Robert Stimpson, Portfolio Manager of River Oak Discovery Fund (RIVSX), joins TD Ameritrade Network to discuss the opportunity in small cap equities amid market uncertainty. He sees potential for the healthcare sector in particular and shares two stocks to watch.
Bloomberg's "The Tape" Interview: Investing Amid Volatility
Robert Stimpson, Oak Associates Co-CIO & Portfolio Manager, talks with Bloomberg Radio about the tailwinds for the healthcare sector and where investors may find opportunity despite current volatility.
